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- TimeSaving SOP
10130 Customer statement process
- £5.00
- SOP setting out the value to the business of sending out monthly customer statements. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- TimeSaving SOP
10150 Credit control
- £5.00
- SOP setting out the process to limit the business's exposure to overselling. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- Cash Future SOP
10170 Order book
- £5.00
- SOP setting out the procedure to create and maintain a financially focused order book and sales funnel. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- Cash Future FORMS
10170 Order book spreadsheet
- £5.00
- Example financially focused current orders and the sales funnel in Excel. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- Cash Future SOP
10180 Marketing authorisation
- £5.00
- SOP setting out the process to control marketing expenditure. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- Cash Future FORMS
10180 Marketing authorisation form
- £5.00
- Example executive summary elements for marketing expenditure authorisation in Excel. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- Cash Future SOP
10190 Marketing lessons learned
- £5.00
- SOP setting out the process to complete a lessons learned meeting for marketing activity. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- Cash Future SOP
10200 Lead follow up authorisation process
- £5.00
- SOP setting out the process to authorise lead follow-up activity. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- Cash Future SOP
10210 Lead follow up lessons learned
- £5.00
- SOP setting out the process for completing a lessons learned meeting post all lead follow-up activity. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- Cash Future SOP
10230 Customer meeting authorisation
- £5.00
- SOP setting out the process and information required before authorising customer meetings and the associated costs. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- Cash Future SOP
10240 Customer meeting lessons learned
- £5.00
- SOP setting out the process for carrying out a lessons learned meeting post all customer meetings. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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- Cash Future SOP
10250 Contract negotiation authorisation
- £5.00
- SOP setting out the process to set the negotiation margins available to salespeople before further senior authorisation required. The power of SOPs, improved communication and facilitation of continuous business improvement. Creating bidirectional communication between management and staff.
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